CISI Introduction to Investment Cheat Sheet

Cheat sheet: exam reference for the Chartered Institute for Securities & Investment CISI Introduction to Investment (CISI Intro): products, markets, risk, regulation, and calculations.

This independent Cheat Sheet supports candidates preparing for the Chartered Institute for Securities & Investment CISI Introduction to Investment exam, code CISI Intro. Use it to review high-yield concepts, product distinctions, calculations, and exam-style decision points.

Use the tables for a quick pre-exam check. Expand a topic’s notes for explanations, examples, and additional distinctions.

Scope and study context
  • Classify the main parts of the investment industry.
  • Distinguish asset classes, instruments, risks, and returns.
  • Understand how markets, firms, investors, intermediaries, and regulators interact.
  • Apply basic investment calculations and decision rules.
  • Avoid common exam traps around bonds, equities, funds, derivatives, risk, taxation, and market operations.

This page is independent review support and is not affiliated with the Chartered Institute for Securities & Investment.

Use this Cheat Sheet first, then move into independent companion practice:

  1. Start with topic drills on your weakest areas: bonds, derivatives, funds, regulation, operations or calculations.
  2. Review detailed explanations after every missed question, not just the correct option.
  3. Keep a short error log with the reason for each mistake: concept gap, formula error, misread wording or unsuitable product choice.
  4. Re-test mixed topics so you practise switching between asset classes and decision rules.
  5. Finish with timed mock exams once your topic accuracy is stable.

Your next practical step is to use original practice questions in a question bank, review the detailed explanations carefully, and return to this Cheat Sheet whenever a topic drill exposes a weak area.

Exam-Day Mental Model

AreaWhat to recognise quicklyCommon exam angle
Economic environmentInflation, interest rates, GDP, exchange rates, fiscal and monetary policy“What happens to bonds/equities/currency if rates rise?”
Financial marketsPrimary vs secondary markets, order-driven vs quote-driven, clearing and settlement“Who issues, trades, clears, or holds the asset?”
EquitiesOwnership, dividends, voting, capital growth, corporate actionsRatios, rights issues, dividend entitlement
BondsDebt, coupon, maturity, yield, credit risk, durationPrice-yield inverse relationship
DerivativesFutures, forwards, options, swaps; hedging vs speculationRights vs obligations; leverage and margin
FundsOpen-ended vs closed-ended, NAV, diversification, charges“Which vehicle suits this investor?”
Risk and returnMarket, credit, liquidity, inflation, currency, concentration riskMatch product risk to investor objective
Regulation and ethicsClient classification, suitability, AML, market abuse, conflictsIdentify correct conduct response
Tax and wrappersTaxable account vs tax-advantaged wrapper; income vs gainsKnow logic, not unsupported rates

Core Market Structure

ConceptMeaningExam trap
Primary marketNew securities are issued to raise capitalIPOs and bond issues are primary-market events
Secondary marketExisting securities are traded between investorsCompany usually does not receive sale proceeds
IssuerEntity raising capital: company, government, supranationalIssuer risk matters most for debt repayment
InvestorProvides capital and expects returnReturn may be income, growth, or both
BrokerActs as agent for clientUsually earns commission or fee
Dealer / market makerTrades as principal using own inventoryProfits from spread and price movement
ExchangeOrganised venue for tradingProvides rules, transparency, price formation
Clearing house / CCPManages post-trade obligations and counterparty riskDoes not normally make investment decisions
Settlement system / CSDTransfers securities and cashSettlement risk is post-trade risk
Custodian / nomineeHolds assets for beneficial ownerLegal title and beneficial ownership may differ

Economic Indicators and Asset-Price Impact

Indicator / policy moveUsually suggestsTypical market impactWatch the wording
Rising inflationPurchasing power fallingCentral bank may raise rates; fixed coupons become less attractiveInflation hurts real returns even if nominal return is positive
Falling inflationPrice pressure easingMay support bond prices if rate cuts expectedDeflation can damage growth
Rising interest ratesTighter monetary policyBond prices usually fall; borrowing costs riseShort-dated bonds are usually less sensitive than long-dated bonds
Falling interest ratesEasier monetary policyBond prices usually rise; growth assets may benefitLower deposit income for savers
Strong GDP growthExpanding economyCan support equities and credit qualityToo-strong growth can raise inflation/rate concerns
Rising unemploymentWeak labour marketMay reduce consumption and corporate earningsCould also increase expectations of rate cuts
Currency appreciationDomestic currency strongerImports cheaper; exporters may sufferForeign investments translate into fewer domestic-currency units
Currency depreciationDomestic currency weakerExports may benefit; imports cost moreForeign investments translate into more domestic-currency units
Steep yield curveLong yields above short yieldsOften signals growth/inflation expectationsNot a guarantee of equity gains
Inverted yield curveShort yields above long yieldsOften signals tight policy or recession expectationsInterpret with economic context

Asset-Class Selection Matrix

Investor needMore likely suitableLess likely suitableKey reason
Capital security and short horizonCash deposits, money-market instruments, short-dated high-quality debtSmall-cap equities, long-dated bonds, derivativesLow volatility and liquidity matter most
Regular incomeBonds, income funds, dividend-paying equities, annuitiesNon-income growth stocks, zero-coupon bondsMatch income timing and reliability
Long-term capital growthEquities, growth funds, diversified portfoliosCash-only strategyInflation erodes cash over long periods
Inflation protectionReal assets, inflation-linked bonds, equities with pricing powerFixed nominal couponsReal purchasing power is the goal
High liquidityListed securities, cash, exchange-traded fundsDirect property, private equity, thinly traded bondsAbility to sell quickly without large price concession
Speculation / tactical exposureDerivatives, leveraged products, high-beta equitiesCapital-protected depositsHigher risk and leverage may be intentional
DiversificationMulti-asset funds, index funds, broad ETFsSingle shares, single-sector fundsReduces unsystematic risk
Known future liabilityMatching-duration bonds, cash ladderVolatile assets near liability dateTiming and certainty dominate

Cash and Money-Market Instruments

InstrumentTypical issuer/userReturn sourceMain risks
Bank depositBank and depositorInterestBank credit risk, inflation risk, reinvestment risk
Treasury billGovernmentIssued at discount, redeemed at parLow yield, inflation risk
Certificate of depositBankInterest or discountBank credit risk, liquidity before maturity
Commercial paperCorporate issuerDiscount/interestCorporate credit risk
Money-market fundFund vehicle investing in short-term instrumentsPooled short-term incomeNot the same as a guaranteed bank deposit unless explicitly stated

High-yield distinction: cash can be low-volatility but not risk-free. Inflation can produce a negative real return.

Equity Reference

Ordinary Shares

FeatureOrdinary shareholder position
OwnershipPart-owner of the company
ReturnDividends plus capital growth or loss
VotingUsually has voting rights
Income certaintyDividends are discretionary
Insolvency rankingResidual claim after creditors and preference shareholders
Risk profileHigher risk than debt from same issuer, but higher growth potential
Notes and examples

Preference Shares

FeaturePreference shares
IncomeUsually fixed dividend preference over ordinary shares
VotingOften limited or no voting rights
CapitalRank ahead of ordinary shares, behind creditors
Cumulative preferenceMissed dividends may accumulate if terms allow
Participating preferenceMay share in additional profits if terms allow
Convertible preferenceCan convert into ordinary shares under stated terms

Equity Ratios and Calculations

\[ \text{Market capitalisation} = \text{share price} \times \text{number of ordinary shares} \]\[ \text{EPS} = \frac{\text{profit attributable to ordinary shareholders}}{\text{weighted average ordinary shares}} \]\[ \text{P/E ratio} = \frac{\text{share price}}{\text{earnings per share}} \]\[ \text{Dividend yield} = \frac{\text{dividend per share}}{\text{share price}} \]\[ \text{Dividend cover} = \frac{\text{earnings per share}}{\text{dividend per share}} \]
RatioInterpretationExam trap
EPSProfit per ordinary shareUse profit attributable to ordinary shareholders
P/EPrice investors pay per unit of earningsHigh P/E may mean growth expectations or overvaluation
Dividend yieldIncome return at current priceYield rises if price falls, all else equal
Dividend coverAbility to pay dividend from earningsLow cover may signal dividend vulnerability
Market capMarket value of equityNot the same as book value

Corporate Actions

ActionWhat happensInvestor impactExam focus
Cash dividendCompany pays cash to shareholdersIncome received; price often adjusts when ex-dividendCum-dividend buyer gets dividend; ex-dividend buyer usually does not
Scrip dividendDividend paid in shares instead of cashMore shares, no immediate cashMay suit reinvestment objective
Bonus issue / capitalisation issueFree shares issued from reservesMore shares, lower price per share theoreticallyTotal value unchanged before market effects
Stock splitExisting shares split into more lower-priced sharesLiquidity may improveNo immediate value creation
Rights issueExisting shareholders offered new shares, usually at discountCan maintain ownership by subscribingTERP and nil-paid rights calculations
Share buybackCompany repurchases its own sharesFewer shares outstanding; may boost EPSConsider motive and price paid
TakeoverOne company seeks control of anotherCash, shares, or mixed considerationDistinguish bidder and target
Notes and examples

Rights Issue Formula

\[ \text{TERP} = \frac{(\text{old shares} \times \text{old price}) + (\text{new shares} \times \text{subscription price})}{\text{old shares} + \text{new shares}} \]

Use TERP to estimate the theoretical ex-rights price after the rights issue. Compare the old cum-rights price, subscription price, and TERP to identify the value of rights.

Corporate actions

Corporate actions can change the number, value or rights of securities held.

Corporate actionEffect to remember
DividendCash or stock distribution to shareholders
Rights issueExisting shareholders offered new shares, often at a set price
Bonus / scrip issueAdditional shares issued, often capitalising reserves
Stock splitMore shares at lower nominal price per share; economic value may be unchanged initially
Consolidation / reverse splitFewer shares at higher nominal price per share
Takeover / mergerOwnership or control changes
RedemptionBond or preference share may be repaid according to terms

Trap: A stock split does not by itself make the company more valuable. It changes the number of shares and price per share mechanics.

Bond and Fixed-Income Reference

Bond Basics

TermMeaningExam reminder
Nominal / face value / parAmount on which coupon is calculated and usually repaid at maturityOften 100 or 1,000 in examples
CouponStated annual interest rate on nominal valueCoupon rate is not the same as yield
Maturity / redemption dateDate principal is repaidLonger maturity usually means higher interest-rate sensitivity
Clean priceQuoted price excluding accrued interestCommon market quote
Dirty pricePrice including accrued interestActual invoice amount often uses dirty price
Accrued interestInterest earned since last coupon datePaid by buyer to seller on settlement
Redemption yield / yield to maturityAnnualised return if held to redemption, assuming payments as expectedIncorporates coupon, price, and redemption gain/loss
Credit spreadExtra yield over lower-risk benchmarkCompensates for credit/liquidity risk
Notes and examples\[ \text{Dirty price} = \text{clean price} + \text{accrued interest} \]\[ \text{Running yield} = \frac{\text{annual coupon}}{\text{clean price}} \]\[ \text{Approx. YTM} = \frac{\text{annual coupon} + \frac{\text{redemption value} - \text{price}}{\text{years to maturity}}} {\frac{\text{redemption value} + \text{price}}{2}} \]

Price-Yield Relationship

Yield movementExisting fixed-coupon bond priceWhy
Market yields risePrice fallsExisting coupon is less attractive
Market yields fallPrice risesExisting coupon is more attractive
Bond nears maturityPrice tends toward redemption valuePull-to-par effect, assuming no default

Bond Type Matrix

Bond typeKey featureMain exam point
Government bondIssued by sovereign governmentOften lower credit risk than corporates in same currency, but not automatically risk-free
Corporate bondIssued by companyHigher credit risk; spread over government benchmark
Secured bondBacked by specified assetsHigher recovery priority than unsecured debt
Unsecured bondGeneral claim on issuerDepends on issuer creditworthiness
Subordinated debtRanks below senior debtHigher risk, usually higher yield
Floating-rate noteCoupon resets to reference rate plus marginLower interest-rate price sensitivity
Zero-coupon bondNo periodic coupon; issued at discountReturn from capital accretion
Index-linked bondPrincipal and/or coupon linked to inflation indexHelps protect real value
Convertible bondCan convert into equityDebt plus embedded equity option
Callable bondIssuer can redeem earlyReinvestment risk for investor if called after rates fall
Puttable bondInvestor can require early redemptionValuable protection for investor

Bond Risk Checklist

RiskAffectsExample exam wording
Interest-rate riskBond price volatility“Rates expected to rise”
Credit/default riskCoupon and principal payment“Issuer financial position deteriorates”
Inflation riskReal value of fixed coupons“Inflation unexpectedly increases”
Reinvestment riskAbility to reinvest coupons“Coupons reinvested at lower rates”
Liquidity riskAbility to sell before maturity“Thinly traded issue”
Currency riskForeign-currency bonds“Investor reports in sterling/euros/dollars but bond pays another currency”
Call riskCallable bonds“Issuer redeems early when rates fall”

Derivatives Reference

DerivativeBuyer/holder positionSeller/writer positionTypical useMain risk
ForwardObligation to transact at agreed future priceObligation to transactCustom hedgeCounterparty risk
FutureStandardised exchange-traded obligationStandardised obligationHedging or speculationMargin calls, leverage
Call optionRight to buy underlyingObligation to sell if exercisedBenefit from price rise, hedge short exposurePremium loss for buyer; large risk for uncovered writer
Put optionRight to sell underlyingObligation to buy if exercisedBenefit from price fall, hedge long exposurePremium loss for buyer; large risk for writer
SwapExchange of cash flowsExchange of cash flowsManage rate/currency exposureCounterparty and valuation risk
WarrantLong-dated option-like security, often issued by companyIssuer obligation under termsLeveraged equity exposureCan expire worthless
Notes and examples

Option Payoff Basics

PositionMarket viewMaximum lossProfit driver
Long callBullishPremium paidUnderlying rises above strike plus premium
Short callNeutral/bearishPotentially unlimited if uncoveredPremium retained if option expires worthless
Long putBearish or protectivePremium paidUnderlying falls below strike minus premium
Short putNeutral/bullishLarge if underlying falls sharplyPremium retained if option expires worthless

Exam trap: an option buyer has a right, not an obligation. An option writer has the potential obligation.

Funds and Collective Investments

Open-Ended vs Closed-Ended

FeatureOpen-ended fundClosed-ended fund
Capital structureUnits/shares expand or contract with investor flowsFixed number of shares unless corporate action
Pricing anchorNet asset value of underlying portfolioMarket price can trade at premium or discount to NAV
LiquidityUsually dealt with fund manager/platformTraded on exchange if listed
Portfolio managementMay need to meet redemptionsNo routine redemption pressure from investors
ExamplesUnit trust, OEIC/ICVC, mutual fund depending on jurisdictionInvestment trust/company, listed closed-end fund
Notes and examples

Common Fund Types

Fund typePurposeKey risk/point
Index trackerReplicate index performanceTracking error and market risk
Actively managed fundManager aims to outperform benchmarkManager risk and higher charges
ETFExchange-traded portfolio exposureMarket price can differ from NAV; trading spread
Money-market fundShort-term instrumentsLow risk relative to equities, not automatically guaranteed
Bond fundDiversified fixed-income exposureInterest-rate and credit risk remain
Equity fundDiversified share exposureMarket and sector risk
Multi-asset fundMix of asset classesAsset allocation drives risk
Property fundReal estate exposureLiquidity and valuation risk
Fund of fundsInvests in other fundsAdditional layer of charges possible

Fund Selection Exam Checklist

QuestionWhy it matters
Is the investor seeking income, growth, or both?Determines asset mix and share/unit class
Does the investor need daily liquidity?Property/private assets may be unsuitable
Is the investor cost-sensitive?Index funds may be cheaper than active funds
Is diversification required?Collective funds reduce single-security risk
Is the fund leveraged or derivative-heavy?Risk may exceed investor understanding
Is income accumulated or distributed?Affects cash flow and tax treatment
Does market price equal NAV?Closed-ended funds and ETFs may trade away from NAV

Portfolio and Risk Reference

Return Calculations

\[ \text{Total return} = \frac{\text{ending value} - \text{beginning value} + \text{income}}{\text{beginning value}} \]\[ \text{Real return} \approx \text{nominal return} - \text{inflation} \]\[ R_p = \sum_{i=1}^{n} w_i R_i \]
ConceptMeaningExam trap
Nominal returnReturn before inflation adjustmentCan look positive while real return is negative
Real returnInflation-adjusted returnBetter measure of purchasing power
Total returnIncome plus capital gain/lossDo not ignore dividends/coupons
Arithmetic averageSimple average of returnsCan overstate multi-period compounded return
VolatilityDegree of return variabilityRisk is not only downside, but exams often link it to uncertainty
CorrelationHow assets move relative to each otherDiversification works best with low or negative correlation
BetaSensitivity to market movementsBeta above 1 means more market-sensitive than benchmark
Notes and examples

Time Value of Money

\[ FV = PV(1+r)^n \]\[ PV = \frac{FV}{(1+r)^n} \]
InputMeaningCommon mistake
PVPresent valueToday’s value of future cash flow
FVFuture valueValue after compounding
rPeriodic rateMatch rate period to number of periods
nNumber of periodsAnnual rate with monthly periods needs adjustment if required

Risk Taxonomy

RiskDescriptionProduct examplesMitigation
Market riskWhole market fallsEquities, funds, derivativesDiversification, hedging, time horizon
Specific / unsystematic riskSingle issuer or sector suffersSingle shares, corporate bondsDiversify
Credit riskBorrower fails to payBonds, deposits, OTC derivativesCredit analysis, ratings, collateral
Interest-rate riskRate changes affect valueFixed-rate bondsShorter duration, floating-rate assets
Inflation riskPurchasing power declinesCash, fixed couponsInflation-linked assets, growth assets
Liquidity riskCannot sell quickly at fair priceProperty, small-cap shares, thin bondsLiquidity buffer, listed assets
Currency riskExchange rate changes affect returnOverseas securitiesCurrency hedging, matching liabilities
Reinvestment riskCash flows reinvested at lower ratesCoupon bonds, callable bondsLaddering, zero-coupon bonds
Counterparty riskOther party fails before settlement/performanceOTC derivatives, unsettled tradesClearing, collateral, limits
Operational riskProcess, system, or human failureAll financial firmsControls, segregation of duties
Political/regulatory riskLaw or policy change affects investmentEmerging markets, regulated sectorsDiversification, due diligence
Concentration riskToo much exposure to one holding/themeEmployer shares, single-sector fundsAsset allocation limits
Longevity riskInvestor outlives assetsRetirement planningPensions, annuities, sustainable withdrawal planning

Investor Objectives and Suitability

FactorAskInvestment implication
ObjectiveIncome, growth, preservation, speculation?Determines asset class mix
Time horizonWhen is money needed?Longer horizon can tolerate more volatility
Liquidity needHow quickly must funds be available?Avoid illiquid assets for emergency funds
Capacity for lossCan the investor financially absorb losses?Different from willingness to take risk
Attitude to riskHow comfortable is the investor with volatility?Must align with recommendation
Knowledge and experienceDoes the investor understand the product?Complex products may be unsuitable
Tax positionIncome vs gains, wrapper eligibilityChanges after-tax return
Existing portfolioCurrent concentration and diversificationRecommendation should fit total portfolio
Currency of liabilitiesWhat currency are future needs in?Avoid unmatched FX exposure
Ethical/ESG preferencesAny restrictions or preferences?May constrain investment universe
Notes and examples

Service-Level Distinctions

ServiceFirm roleSuitability requirement logicCandidate trap
Execution-onlyClient decides; firm executesFirm is not recommendingDo not treat as advice merely because trade is processed
AdvisoryFirm recommends; client decidesRecommendation must be suitableClient can reject advice
Discretionary managementFirm makes decisions under mandatePortfolio must fit mandate and client profileAuthority must be agreed in advance
CustodyFirm safeguards assetsAsset protection and records focusNot the same as portfolio management
ResearchProvides analysis or opinionMay influence decisionsDistinguish general research from personal recommendation

Trading, Orders, and Settlement

TermMeaningExam point
Bid pricePrice dealer is willing to buy atInvestor selling usually receives bid
Offer / ask pricePrice dealer is willing to sell atInvestor buying usually pays offer
Bid-offer spreadDifference between bid and offerCost of immediate liquidity
Market orderExecute promptly at best available priceExecution certainty, not price certainty
Limit orderExecute only at specified price or betterPrice control, not execution certainty
Stop orderTriggered when price reaches stop levelMay execute at worse price in fast markets
Order-driven marketBuyers and sellers interact through order bookPrice from matched orders
Quote-driven marketMarket makers quote bid/offer pricesLiquidity from dealers
Settlement dateDate cash and securities exchangeUse the convention stated in the question
Failed settlementParty does not deliver cash/securitiesOperational/counterparty issue
Notes and examples

Exam trap: buying at the offer and selling at the bid means an investor starts with a spread cost.

Financial Statements and Ratios

Statement Map

StatementShowsInvestment use
Statement of financial position / balance sheetAssets, liabilities, equity at a point in timeSolvency, gearing, asset base
Income statement / profit and lossRevenue, costs, profit over periodEarnings quality and profitability
Cash flow statementCash generated and usedAbility to fund dividends, debt, investment
Notes to accountsAccounting policies and detailHidden obligations, segment data, contingencies
Notes and examples\[ \text{Assets} = \text{Liabilities} + \text{Equity} \]

Ratio Categories

CategoryExample ratioWhat it tests
ProfitabilityGross margin, operating margin, return on equityAbility to generate profit
LiquidityCurrent ratio, quick ratioAbility to meet short-term obligations
Gearing / leverageDebt-to-equity, interest coverFinancial risk from borrowing
EfficiencyAsset turnover, inventory turnoverUse of assets and working capital
Investor ratiosEPS, P/E, dividend yieldMarket valuation and shareholder return

Tax and Investment Wrappers

ConceptPractical meaningExam focus
Income taxTax on interest, dividends, or other incomeDistinguish income return from capital gain
Capital gains taxTax on realised gainsSale/disposal usually matters
Withholding taxTax deducted at source, often cross-borderAffects net income received
Tax wrapperAccount or product with special tax treatmentWrapper does not remove underlying investment risk
Pension wrapperLong-term retirement vehicleAccess and tax rules depend on jurisdiction and product terms
Life assurance investment bondInsurance-based investment wrapperCharges, tax treatment, and access terms matter
Tax reliefReduces effective cost or tax dueDo not invent rates; use rates given in question
Tax deferralTax paid later rather than nowNot the same as tax exemption

High-yield distinction: tax treatment can change suitability, but it should not override risk tolerance, time horizon, or liquidity needs.

Regulation, Conduct, and Financial Crime

TopicCore principleExam-style trigger
Client classificationDifferent protections may apply to different client typesRetail client usually receives highest conduct protection
Know your customerGather relevant client informationInadequate fact-find before recommendation
SuitabilityPersonal recommendation must fit client profileProduct risk exceeds capacity for loss
AppropriatenessAssess understanding for certain non-advised complex productsClient wants complex derivative without experience
Best executionTake sufficient steps to obtain best resultPrice is important but not always the only factor
Conflicts of interestIdentify, manage, disclose where requiredFirm benefits from recommending one product
Client money/assetsSegregation, records, safeguardingFirm failure or custody question
ComplaintsFair handling and escalationClient alleges unsuitable advice
Market abuseInsider dealing, manipulation, improper disclosureTrading on non-public price-sensitive information
AML / CTFIdentify customer, monitor, report suspicionUnusual transactions or source-of-funds concerns
SanctionsDo not deal with prohibited persons/entitiesName or jurisdiction screening issue
Data protection / confidentialityProtect client informationSharing data without proper basis
WhistleblowingEscalate serious misconductInternal misconduct ignored
Notes and examples

Market Abuse Traps

ScenarioLikely issue
Director trades before unpublished profit warningInsider dealing concern
Analyst selectively discloses unpublished takeover newsImproper disclosure concern
Trader places orders to create false market impressionMarket manipulation concern
Client asks adviser to ignore source-of-funds questionsAML red flag
Employee accepts gift that may influence recommendationConflict of interest

Product Comparison: Rights, Ranking, and Return

ProductLegal/economic positionIncome certaintyUpsideDownside priority
Cash depositCreditor of bankInterest usually statedLowDepends on bank and protection regime
Senior secured bondCreditor with securityContractual couponLimited to coupon/redemptionHigher ranking than unsecured
Senior unsecured bondCreditorContractual couponLimitedAbove subordinated debt and equity
Subordinated bondJunior creditorContractual couponLimited, usually higher yieldBelow senior debt
Preference shareHybrid-like equityPreferential dividend, usually fixedLimited unless participating/convertibleAbove ordinary shares
Ordinary shareOwner/residual claimantDividends discretionaryHigh potentialLast in insolvency
Fund unit/shareInterest in pooled portfolioDepends on holdings/share classDepends on strategyDepends on underlying assets
OptionContract right/obligationNo income unless strategy produces itLeveragedBuyer can lose premium; writer may lose much more

High-Yield Distinctions

DistinctionDo not confuse
Coupon vs yieldCoupon is stated interest on nominal; yield depends on price and cash flows
Clean vs dirty priceClean excludes accrued interest; dirty includes it
Nominal vs real returnReal return adjusts for inflation
Primary vs secondary marketNew issue vs trading existing securities
Broker vs dealerAgent vs principal
Market risk vs credit riskMarket-wide price movement vs issuer default
Diversification vs hedgingSpread risk vs offset a specific exposure
Open-ended vs closed-ended fundUnits created/redeemed vs fixed capital traded in market
Advice vs execution-onlyPersonal recommendation vs client-directed order
Suitability vs appropriatenessRecommendation fit vs understanding of certain non-advised complex products
Option buyer vs writerRight vs obligation
Futures vs forwardsStandardised exchange-traded vs customised OTC
Income yield vs total returnIncome only vs income plus capital movement
Tax wrapper vs investmentAccount/product tax treatment vs underlying asset risk

Compact Formula Sheet

CalculationPlain-text formulaUse when
Future valueFV = PV x (1 + r)^nCompounding a lump sum
Present valuePV = FV / (1 + r)^nDiscounting future cash flow
Total return(ending value - beginning value + income) / beginning valueInclude both income and price change
Real return approximationnominal return - inflationQuick purchasing-power check
Market capitalisationshare price x shares in issueCompany equity market value
EPSprofit attributable to ordinary shareholders / weighted average ordinary sharesEquity valuation
P/Eshare price / EPSPrice relative to earnings
Dividend yielddividend per share / share priceIncome yield on shares
Dividend coverEPS / dividend per shareDividend sustainability
Running yieldannual coupon / clean priceBond income yield
Dirty priceclean price + accrued interestBond settlement/invoice price
Approximate YTMannualised coupon plus annualised capital gain/loss, divided by average of price and redemption valueBond return estimate
TERPtotal value of old and new shares / total shares after rights issueRights issue adjustment
Portfolio returnsum of each weight x each returnWeighted portfolio performance

Scenario Shortcuts

If the question says…Think first
“Investor needs money in six months”Liquidity and capital preservation
“Worried about inflation over 20 years”Real return, growth assets, inflation-linked securities
“Needs fixed income and cannot tolerate capital loss”Shorter duration/high-quality bonds or cash; avoid long-duration volatility
“Wants to protect an equity holding from a fall”Put option or diversification/hedge
“Believes market will rise and wants leveraged exposure”Long call or futures, but risk disclosure matters
“Company may default”Credit risk, ranking, secured vs unsecured
“Rates expected to rise”Bond prices down; floating-rate and short-duration less affected
“Client has no investment experience”Suitability/appropriateness and product complexity
“Unusual cash movements with unclear source”AML escalation
“Non-public takeover information”Insider information; do not trade or disclose improperly
“Fund trades below NAV”Closed-ended fund or ETF market-price issue
“Existing shareholder offered discounted new shares”Rights issue and dilution

Final Review Checklist

Before sitting CISI Introduction to Investment (CISI Intro), be able to:

  • Explain what happens when interest rates, inflation, or exchange rates change.
  • Distinguish ordinary shares, preference shares, bonds, funds, cash, and derivatives.
  • Calculate basic equity ratios, bond yields, total return, present value, and rights issue TERP.
  • Apply the bond price-yield relationship without hesitation.
  • Identify the investor objective, time horizon, liquidity need, capacity for loss, and tax context.
  • Separate market risk, credit risk, liquidity risk, inflation risk, and currency risk.
  • Recognise rights vs obligations in options, futures, forwards, and swaps.
  • Distinguish open-ended and closed-ended funds, including NAV premium/discount issues.
  • Apply conduct principles: KYC, suitability, conflicts, best execution, client asset protection, AML, and market abuse.
  • Avoid assuming tax rates, settlement cycles, or product guarantees unless the question provides them.
Notes and examples

Final rapid-review checklist

Before moving into question-bank practice, make sure you can answer these without notes:

  • What is the difference between primary and secondary markets?
  • Why do fixed-rate bond prices fall when market yields rise?
  • What rights does an option buyer have compared with an option seller?
  • Which risks remain after diversification?
  • How do inflation and currency movements affect investor returns?
  • What is the difference between coupon, current yield and total return?
  • Why are dividends not guaranteed?
  • How do open-ended and closed-ended funds differ?
  • What does a custodian do?
  • Why can a technically profitable transaction still breach conduct standards?
  • What information is needed before deciding whether an investment is suitable?
  • How do charges and tax affect net return?

High-yield topic map

AreaWhat to know quicklyCommon exam trap
Financial services industryRoles of banks, brokers, exchanges, asset managers, custodians, advisers, issuers, investorsConfusing an intermediary’s role with ownership of the asset
Economic environmentInterest rates, inflation, exchange rates, business cycle, fiscal and monetary policyAssuming all asset classes react in the same direction to economic changes
EquitiesOrdinary shares, preference shares, dividends, voting, capital growth, rights issuesTreating dividends as guaranteed
BondsIssuer, coupon, maturity, yield, credit risk, interest-rate riskForgetting bond prices and yields move inversely
Cash and money marketsShort-term instruments, liquidity, lower risk/return profileTreating “cash” as risk-free in all senses, ignoring inflation and credit risk
Collective investmentsFunds pool investor money; diversification and professional managementAssuming diversification removes all risk
DerivativesForwards, futures, options, swaps; hedging and speculationForgetting leverage can magnify both gains and losses
Risk and returnMarket, credit, liquidity, currency, inflation, operational and concentration riskChoosing the highest return without matching risk and objective
Tax basicsTax can affect net return; treatment varies by product, investor and jurisdictionAnswering with gross return when the question asks for investor outcome
Regulation and ethicsInvestor protection, market integrity, suitability, disclosure, conflicts, financial crime controlsFocusing only on profit and ignoring conduct duties
OperationsTrade execution, clearing, settlement, custody, corporate actionsConfusing trade date with settlement or beneficial ownership

Core industry structure

The exam expects a practical understanding of how the investment industry fits together.

ParticipantMain functionCandidate reminder
IssuersRaise capital by issuing shares, bonds or other securitiesIssuers receive funds mainly in the primary market
InvestorsProvide capital and seek returnInvestor objectives and constraints drive product suitability
Exchanges / trading venuesProvide organised markets for buying and sellingThey facilitate trading; they do not usually guarantee investment performance
Brokers / dealersArrange or execute trades; may act as agent or principalAgent acts for client; principal trades on own account
Investment managersManage portfolios or fundsMust align strategy with mandate and client objective
CustodiansSafekeep assets and administer holdingsCustody is different from investment advice
Registrars / transfer agentsMaintain ownership records and process changesImportant for corporate actions and shareholder records
RegulatorsSet and enforce rules to protect markets and consumersRegulation supports integrity; it does not remove investment risk
Notes and examples

Primary versus secondary markets

MarketPurposeExample
Primary marketNew securities are issued to raise capitalCompany issues new shares or bonds
Secondary marketExisting securities are traded between investorsInvestor sells shares on an exchange

Trap: If a shareholder sells existing shares to another investor, the company usually does not receive new capital. The company receives capital when it issues new securities.

Economic environment review

Investment questions often test whether you can connect economic changes to asset prices and investor behaviour.

FactorUsually affectsReview point
Interest ratesBond prices, borrowing costs, equity valuations, currency valuesRising rates generally pressure fixed-rate bond prices
InflationReal returns, interest-rate expectations, purchasing powerA positive nominal return can still be negative in real terms
Exchange ratesForeign investments, import/export competitivenessCurrency gains or losses can change total return
Economic growthCompany earnings, employment, credit demandGrowth can support equities but may also raise inflation concerns
Government fiscal policyTaxation, spending, borrowing, sector demandFiscal policy can benefit or pressure specific sectors
Central bank monetary policyInterest rates, liquidity, inflation expectationsTightening usually means less liquidity and higher discount rates
Business cycleDefensive versus cyclical sectors, credit qualityCyclical companies are more sensitive to economic swings
Notes and examples

Nominal versus real return

A candidate must distinguish the return stated in money terms from the return after inflation.

\[ \text{Approximate real return} \approx \text{nominal return} - \text{inflation rate} \]

If an investment earns 5% and inflation is 3%, the approximate real return is 2%. The exact calculation may differ slightly, but the exam logic is that inflation reduces purchasing power.

Main asset classes

Cash and money market instruments

Cash and money market instruments are generally short term and liquid. They are often used for capital preservation, liquidity management, or as a temporary holding.

Instrument / featureKey idea
Bank depositsMoney placed with a bank; exposes investor to bank creditworthiness and interest-rate terms
Treasury bills / short-term government paperShort-dated government borrowing instruments
Commercial paperShort-term corporate borrowing; credit quality matters
Certificates of depositBank-issued negotiable deposit instruments in some markets
LiquidityEase and speed of converting to cash without significant loss
Inflation riskCash may lose purchasing power if return is below inflation
Notes and examples

Trap: “Low risk” is not the same as “no risk.” Cash-like assets can still involve inflation risk, credit risk, reinvestment risk, and currency risk.

Equities

Equities represent ownership in a company. Returns may come from dividends and capital growth, but neither is guaranteed.

Equity conceptQuick meaning
Ordinary sharesResidual ownership; voting rights often apply; dividends are variable
Preference sharesTypically have preferential dividend or capital rights, but may have limited voting rights
DividendDistribution of company profits to shareholders, if declared
Capital gainProfit from selling at a higher price than purchase cost
Rights issueExisting shareholders are offered new shares, often to raise capital
Bonus / scrip issueAdditional shares issued, often without new cash raised
Market capitalisationShare price multiplied by number of shares in issue
Earnings per shareProfit measure attributable to each share
Price/earnings ratioPrice divided by earnings per share; often used for valuation comparison

Useful plain formulas:

MeasurePlain formulaInterpretation
Dividend yieldDividend per share / share priceIncome return relative to current price
Earnings per shareEarnings attributable to ordinary shareholders / number of ordinary sharesProfit per share
P/E ratioShare price / earnings per shareHow much investors pay for each unit of earnings
Market capitalisationShare price × shares in issueTotal market value of equity

Equity traps:

  • Dividends are not interest payments and are not guaranteed.
  • Ordinary shareholders are usually behind creditors if a company is wound up.
  • A high dividend yield can signal income value, but it can also indicate market concern about sustainability.
  • A rights issue changes share numbers and may affect price comparisons.
  • Voting control and economic ownership are related but not always identical.

Bonds and fixed income

A bond is a debt instrument. The issuer borrows from investors and promises interest and repayment according to the bond’s terms, subject to credit risk.

Bond featureMeaning
Nominal / par valueAmount on which coupon is usually calculated and often repaid at maturity
CouponStated interest payment, often fixed as a percentage of nominal value
Maturity dateDate principal is due to be repaid
Clean price / dirty priceQuoted price may exclude accrued interest; settlement price may include it
YieldReturn measure based on price, coupon, time and redemption value
Credit ratingAssessment of issuer credit quality, not a guarantee
Secured bondBacked by specific assets or security
Unsecured bondGeneral claim against issuer without specific collateral

Bond price and yield relationship

For fixed-rate bonds, the core rule is:

\[ \text{Bond prices and yields move in opposite directions.} \]

If market yields rise, existing fixed-coupon bonds become less attractive, so their prices tend to fall. If market yields fall, existing fixed-coupon bonds become more attractive, so their prices tend to rise.

SituationLikely price impact on existing fixed-rate bond
Market interest rates risePrice falls
Market interest rates fallPrice rises
Issuer credit quality improvesPrice may rise
Issuer credit quality deterioratesPrice may fall
Bond approaches maturityPrice tends to move toward redemption value, assuming no default

Bond traps:

  • Coupon rate is not the same as yield.
  • A bond trading above par can still be appropriate if its coupon is attractive, but yield must be assessed.
  • Government bonds may have low credit risk, but they can still have interest-rate and inflation risk.
  • Longer maturity fixed-rate bonds usually have greater interest-rate sensitivity.
  • Higher yield often means higher perceived risk.

Collective investments

Collective investments pool investor money and invest according to a stated objective or mandate.

FeatureWhy it matters
DiversificationSpreads exposure across multiple holdings
Professional managementManager selects investments according to mandate
Units / shares in fundInvestor owns an interest in the collective vehicle
Net asset valueValue of fund assets less liabilities, usually per unit/share
ChargesReduce investor returns
Open-ended structureUnits may be created or cancelled as investors enter or exit
Closed-ended structureFixed capital structure; shares trade in market and may trade at premium/discount

Trap: A collective investment reduces stock-specific concentration risk, but it does not remove market risk, currency risk, manager risk, liquidity risk, or charging impact.

Derivatives

Derivatives derive value from an underlying asset, rate, index, currency or commodity. They can be used for hedging, speculation, arbitrage, or efficient portfolio management.

DerivativeBasic ideaKey risk
ForwardPrivate agreement to buy/sell in future at agreed priceCounterparty risk and lack of standardisation
FutureExchange-traded standardised forward-style contractMargin calls and leverage
OptionRight, not obligation, to buy or sellPremium can be lost; seller may have significant risk
Call optionRight to buy underlyingBuyer benefits if underlying rises sufficiently
Put optionRight to sell underlyingBuyer benefits if underlying falls sufficiently
SwapExchange of cash flowsCounterparty and valuation risk

Option decision rule

PositionRight or obligation?Market view if used speculatively
Buy callRight to buyExpect price to rise
Sell callObligation to sell if exercisedExpect price to stay flat/fall; risk if price rises
Buy putRight to sellExpect price to fall or want protection
Sell putObligation to buy if exercisedExpect price to stay flat/rise; risk if price falls

Derivative traps:

  • Hedging reduces a specific risk but may also reduce upside.
  • Derivatives can create exposure larger than the initial cash outlay.
  • Options give rights to buyers and obligations to sellers.
  • Futures require margin; margin is not the same as the full economic exposure.
  • A derivative’s risk depends on position, underlying, leverage and purpose.

Risk and return review

Investment suitability depends on the trade-off between risk and return. A product is not “good” or “bad” in isolation; it must match the objective, horizon, constraints and risk tolerance.

Risk typeMeaningExample
Market riskPrices move due to market conditionsEquity market decline
Interest-rate riskValues change when rates moveFixed-rate bond price falls after rate rise
Credit riskIssuer or counterparty fails to payCorporate bond default
Liquidity riskAsset cannot be sold quickly at fair priceThinly traded security
Currency riskExchange-rate movement affects returnOverseas fund loses value after currency move
Inflation riskReturn fails to preserve purchasing powerCash return below inflation
Concentration riskToo much exposure to one asset, issuer, sector or countryPortfolio dominated by one company
Reinvestment riskFuture cash flows reinvested at lower ratesBond coupons reinvested after rates fall
Operational riskLoss from process, system or human failureSettlement error
Political / regulatory riskPolicy or rule changes affect investmentSector affected by new restrictions
Notes and examples

Risk-return decision rules

Investor objectiveLikely emphasisPossible mismatch
Capital preservationCash, short-dated high-quality debt, diversificationHigh-volatility equities or leveraged products
IncomeDividends, coupons, income fundsNon-income growth assets if regular cash flow is required
Capital growthEquities, growth funds, longer horizon assetsExcessive cash if inflation erodes real value
LiquidityReadily tradable assets and cash reservesIlliquid alternatives or long lock-up products
Inflation protectionReal assets, equities, inflation-linked exposure where suitableFixed cash return below inflation
SpeculationHigher-risk positions, possibly derivativesUnsuitable for low risk tolerance or short essential goals

Diversification logic

Diversification is powerful because not all investments move together. However, it works best when exposures are genuinely different.

    flowchart TD
	    A[Portfolio risk question] --> B{Too much exposure to one issuer, sector, asset class or currency?}
	    B -- Yes --> C[Concentration risk is high]
	    C --> D[Consider diversification if suitable]
	    B -- No --> E{Are holdings still exposed to broad market risk?}
	    E -- Yes --> F[Diversification helps but cannot remove systematic risk]
	    E -- No --> G[Review hidden exposures and liquidity]

Trap: Owning many funds does not guarantee diversification if the funds hold similar assets.

Investment process and suitability

A recurring decision point is whether the investment matches the client or investor profile.

FactorWhy it matters
ObjectiveGrowth, income, preservation, speculation or liability matching
Time horizonLonger horizons may tolerate more volatility; short horizons need liquidity and stability
Risk tolerancePsychological and financial ability to accept loss
Capacity for lossWhether losses would impair essential needs
Liquidity needsCash requirements and emergency access
Tax positionNet return can differ from gross return
Knowledge and experienceComplex products require appropriate understanding
Existing portfolioNew investment must be assessed in context
Currency exposureOverseas investment can add FX risk
Ethical or other preferencesInvestment restrictions may shape product selection
Notes and examples

Suitability shortcut

Ask four questions before choosing the answer:

  1. What is the investor trying to achieve?
  2. When is the money needed?
  3. How much loss or volatility can the investor tolerate?
  4. What risks are introduced by the product?

If the question includes a cautious investor with a short horizon, be careful about answers involving high volatility, illiquidity or leverage.

Regulation, ethics and conduct

The exam may test broad regulatory purpose and professional conduct rather than detailed legal memorisation.

ThemePractical meaning
Investor protectionFirms should treat customers fairly and provide appropriate information
Market integrityMarkets should operate honestly, efficiently and transparently
DisclosureInvestors need relevant information to make informed decisions
Suitability / appropriatenessProducts and services should match client needs and understanding where required
Conflicts of interestFirms and individuals must identify, manage and disclose conflicts appropriately
Insider dealingMisusing non-public price-sensitive information undermines fairness
Market abuseManipulation, misleading behaviour and improper disclosure damage market integrity
Financial crime preventionControls help reduce money laundering, terrorist financing, fraud and sanctions risk
Record keepingSupports accountability, audit trail and client protection
Complaints handlingEnsures concerns are addressed through proper processes
Notes and examples

Conduct traps:

  • A profitable transaction can still be improper if it involves misleading conduct, misuse of information or unsuitable advice.
  • Disclosure alone may not cure every conflict or suitability issue.
  • “Everyone in the market does it” is not an ethical defence.
  • Confidential information is not the same as public research.
  • Regulatory duties apply to process and behaviour, not only outcomes.

Market operations

Operations questions often use similar vocabulary. Know the sequence and the function of each party.

TermQuick meaning
OrderInstruction to buy or sell
ExecutionTrade is completed in the market
Trade dateDate the transaction is agreed
ClearingProcess of determining obligations after trade execution
SettlementTransfer of securities and cash
CustodySafekeeping and administration of assets
NomineeLegal holder on behalf of beneficial owner in some arrangements
Corporate actionEvent affecting securities, such as dividend, rights issue, split or takeover
ReconciliationChecking records agree across systems and parties
Notes and examples

Trading and settlement flow

    flowchart LR
	    A[Investor decision] --> B[Order placed]
	    B --> C[Execution]
	    C --> D[Trade confirmation]
	    D --> E[Clearing]
	    E --> F[Settlement]
	    F --> G[Custody and records updated]
	    G --> H[Ongoing income and corporate actions]

Operations traps:

  • Trade date is when the deal is agreed; settlement is when cash and securities are exchanged.
  • Custodians safeguard and administer assets; they are not automatically investment managers.
  • Legal title and beneficial ownership can be different concepts.
  • A failed settlement is an operational problem even if the investment decision was sound.

Tax and net return

Tax treatment depends on product, investor circumstances and jurisdiction. For exam-style review, focus on the principle: investors care about net return, not just gross return.

Tax-related conceptReview point
Income taxMay apply to interest, dividends or other income depending on rules
Capital gains taxMay apply to gains when assets are sold
Withholding taxMay be deducted at source on some income
Tax-advantaged accounts / wrappersCan change timing or amount of tax where available
Stamp / transaction taxesSome transactions may incur tax or duty
Net returnReturn after tax, charges and costs

Gross versus net logic

\[ \text{Net return} = \text{gross return} - \text{costs} - \text{tax impact} \]

Trap: If two products have the same gross return, the better investor outcome may depend on charges, tax treatment, liquidity and risk.

Basic calculations to refresh

CalculationPlain formulaWatch out for
Percentage gain/lossChange in value / original value × 100Use original cost as denominator
Total returnIncome + capital gain/lossInclude both income and price movement
Dividend yieldDividend per share / current share price × 100Use current price if asked for current yield
Current bond yieldAnnual coupon / current bond price × 100Not the same as yield to maturity
P/E ratioShare price / earnings per shareEarnings must correspond to same share basis
Market capitalisationShare price × number of sharesUse total shares in issue
Approximate real returnNominal return minus inflationApproximation, not exact compounding
FX returnInvestment return plus/minus currency movementCurrency can reverse local-market gains
Notes and examples

Total return example logic

If an investor buys a share for 100, receives dividends of 4, and later sells for 110, the total monetary return is 14: 10 capital gain plus 4 income.

\[ \text{Total return percentage} = \frac{\text{income} + \text{capital gain or loss}}{\text{initial investment}} \times 100 \]

In this example, total return percentage is 14%.

Product comparison shortcuts

Equities versus bonds

FeatureEquitiesBonds
Legal natureOwnershipDebt
Return sourceDividends and capital growthInterest and repayment, plus price movement
Income certaintyDividends usually discretionaryCoupon contractual, subject to default risk
Priority on winding upUsually after creditorsUsually before shareholders
Upside potentialPotentially unlimitedUsually limited by coupon and redemption terms
Main risksMarket, business, dividend, liquidityCredit, interest-rate, inflation, liquidity
Notes and examples

Direct investment versus funds

FeatureDirect securitiesCollective funds
ControlInvestor chooses individual securitiesManager follows fund mandate
DiversificationRequires sufficient capital and selectionBuilt into many fund structures
CostsDealing, custody, research costsFund charges plus possible dealing costs
TransparencyHoldings known if investor selects themDepends on reporting and fund disclosure
RiskConcentrated if few holdingsDiversified but still market exposed

Active versus passive management

ApproachKey ideaMain exam point
ActiveManager tries to outperform benchmark or objectiveHigher skill reliance and often higher cost
PassiveTracks an index or benchmarkLower tracking objective; may still have tracking error
Index fund / ETF style exposureBroad market replication or samplingNot risk-free; follows market down as well as up

Common candidate mistakes

Misreading the investor objective

Many wrong answers are technically valid products but unsuitable for the facts given. Always anchor on the stated objective.

  • Short-term cash need: avoid illiquid or volatile answers.
  • Cautious investor: avoid speculative derivatives or concentrated shares.
  • Income need: look for reliable income characteristics, but still assess risk.
  • Growth objective and long horizon: excessive cash may not meet real return needs.
Notes and examples

Confusing similar terms

Confused termsDifference
Coupon vs yieldCoupon is stated interest; yield reflects price and return
Primary vs secondary marketNew issue raising capital vs trading existing securities
Broker vs custodianTrade arrangement/execution vs safekeeping/administration
Nominal return vs real returnBefore inflation vs after inflation
Diversification vs hedgingSpreading exposures vs offsetting a specific risk
Option buyer vs option sellerBuyer has right; seller has obligation
Execution vs settlementTrade agreed vs assets/cash exchanged
Gross return vs net returnBefore vs after costs and tax

Overlooking risk hidden in wording

Watch for clues such as:

  • “Guaranteed” — who guarantees it, and what risks remain?
  • “High income” — is capital at risk?
  • “Short term” — is the product liquid and stable enough?
  • “International” — is currency risk involved?
  • “Complex” — does the investor understand the product?
  • “Low cost” — does it still match the objective?
  • “Diversified” — diversified across what?
  • “Fixed income” — fixed coupon does not mean fixed price.

Fast decision framework for exam questions

Use this process when a question asks for the best product, risk, explanation or next step.

    flowchart TD
	    A[Read the question stem] --> B[Identify investor objective]
	    B --> C[Identify time horizon and liquidity need]
	    C --> D[Identify risk tolerance and capacity for loss]
	    D --> E[Identify product features]
	    E --> F{Do product risks match investor profile?}
	    F -- No --> G[Eliminate answer]
	    F -- Yes --> H{Does answer address the exact wording?}
	    H -- No --> I[Eliminate distractor]
	    H -- Yes --> J[Select best answer]

Put the review into practice

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